Resumes
Resumes
Financial Advisor
View pageLocation:
Buffalo, NY
Industry:
Financial Services
Work:
Merrill Lynch
Financial Advisor
Citizens Bank
Premier Advisor
Georgetown Capital Group Nov 2014 - May 2016
Financial Advisor
Lpl Financial Sep 2013 - Nov 2014
Financial Planner
Hsbc Jan 2013 - Sep 2013
Avp, Premier Relationship Manager
Financial Advisor
Citizens Bank
Premier Advisor
Georgetown Capital Group Nov 2014 - May 2016
Financial Advisor
Lpl Financial Sep 2013 - Nov 2014
Financial Planner
Hsbc Jan 2013 - Sep 2013
Avp, Premier Relationship Manager
Education:
State University of New York at Fredonia 2005 - 2010
Bachelors, Bachelor of Arts, Bachelor of Science, Economics, Marketing, Business Administration
Bachelors, Bachelor of Arts, Bachelor of Science, Economics, Marketing, Business Administration
Skills:
Investments
Wealth Management
Portfolio Management
Securities
Series 7
Series 63
Life Insurance
Equities
Financial Analysis
Management
Term Life Insurance
Health Insurance
Bloomberg
Mutual Funds
Uniform Combined State Law
Fixed Income
Financial Modeling
Morningstar
Hedge Funds
Alternative Investments
Bonds
Series 66
Nonprofit Organizations
Non Profit Board Development
Wealth Management
Portfolio Management
Securities
Series 7
Series 63
Life Insurance
Equities
Financial Analysis
Management
Term Life Insurance
Health Insurance
Bloomberg
Mutual Funds
Uniform Combined State Law
Fixed Income
Financial Modeling
Morningstar
Hedge Funds
Alternative Investments
Bonds
Series 66
Nonprofit Organizations
Non Profit Board Development
Interests:
Science and Technology
Education
Environment
Economic Empowerment
Education
Environment
Economic Empowerment
Languages:
English
Certifications:
Certified Financial Planner™
Cfp Board, License 193266
License 193266
Cfp Board, License 193266
License 193266
Certified Residential Specialist At Iowa Realty
View pageLocation:
United States
Industry:
Real Estate